Moneta Group Investment Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
7,835
-639
| -8% | -$131K | 0.02% | 252 |
|
|
2025
Q1 | $1.45M | Sell |
8,474
-1,886
| -18% | -$322K | 0.02% | 243 |
|
|
2024
Q4 | $1.89M | Buy |
10,360
+1,222
| +13% | +$222K | 0.03% | 216 |
|
|
2024
Q3 | $1.56M | Buy |
9,138
+1,166
| +15% | +$199K | 0.02% | 226 |
|
|
2024
Q2 | $1.35M | Buy |
7,972
+1,730
| +28% | +$293K | 0.02% | 233 |
|
|
2024
Q1 | $887K | Buy |
6,242
+2,328
| +59% | +$331K | 0.01% | 282 |
|
|
2023
Q4 | $577K | Buy |
3,914
+40
| +1% | +$5.9K | 0.01% | 320 |
|
|
2023
Q3 | $454K | Buy |
3,874
+1,166
| +43% | +$137K | 0.01% | 336 |
|
|
2023
Q2 | $346K | Buy |
2,708
+98
| +4% | +$12.5K | 0.01% | 404 |
|
|
2023
Q1 | $261K | Buy |
+2,610
| New | +$261K | 0.01% | 449 |
|
|
2022
Q3 | – | Sell |
-2,514
| Closed | -$207K | – | 457 |
|
|
2022
Q2 | $207K | Buy |
2,514
+348
| +16% | +$28.7K | 0.01% | 435 |
|
|
2022
Q1 | $225K | Sell |
2,166
-294
| -12% | -$30.5K | 0.01% | 403 |
|
|
2021
Q4 | $228K | Buy |
+2,460
| New | +$228K | 0.01% | 432 |
|
|
2018
Q3 | – | Sell |
-1,800
| Closed | -$62K | – | 324 |
|
|
2018
Q2 | $62K | Buy |
1,800
+960
| +114% | +$33.1K | 0.01% | 302 |
|
|
2018
Q1 | $25K | Hold |
840
| – | – | ﹤0.01% | 372 |
|
|
2017
Q4 | $20K | Buy |
+840
| New | +$20K | ﹤0.01% | 309 |
|